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Rating

★★★★★

4.6

from

32 reviews

Description

Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great.

Podcast episodes

Check latest episodes from Asymetric podcast

Husbanding, Squandering

2026/01/31

Horace breaks down Apple Q1 results, makes his Super Bowl LX pick, and offends Judd.

Monarchs and Mobsters

2025/12/31

Horace on the causality of the golden eggs, success and virtue, and what to watch out for in 2046.

Firecrackers & Beyond Utility: Double Episode

2025/11/30

Part 1: Firecrackers In which Horace muses upon space based data centers, getting surprised by the Googs, and the advantage of lounging in the perception layer. Part 2: Beyond Utility In which Judd is incapable of having a nuanced discussion regarding succession, profiteering and fantasists.

Dispatch: AAPL Q4 2025

2025/11/06

Horace shares his thoughts on Apple's Q4, as well as his candid thoughts about a recent article, which you can find here: https://finance.yahoo.com/news/apple-aapl-net-profit-margin-021910677.html

Don't Be Led By Donkeys

2025/10/28

Horace on bundling, transcending utility, an ode to the Touch Bar and whether the Mac will ever be as powerful as the Watch.

All Time High

2025/10/24

As AAPL hits record highs, Horace shares his thoughts on the value of foundational technologies, whether AI is one, and the perils of looking at your watch.

Dispatch: Apple Fall Event 2025

2025/09/13

Horace on Apple's iPhone event, and what gaps in pricing may hint at.

The Trough

2025/09/04

Horace shares his thoughts on Vikings, trust, UX vs AI, and offers yet another mea culpa.

Dispatch: AAPL Q3 2025

2025/08/07

Horace on AAPL Q3, P/E, 3,000,000,000, and extortion. www.asymco.com https://www.apple.com/newsroom/2025/07/apple-reports-third-quarter-results/

Jumping Over the Metaphor

2025/08/02

Horace on having patience, where AI is transformative, and Alexander the Great.

Dispatch: Is This a Bubble?

2025/07/21

Horace reviews the P/E ratios of the Magnificent 7 (8?) to try and get a sense of whether we are heading into an AI-powered bubble.

Harnessing Evaporation

2025/06/30

Horace previews his conversation with Apple In China author Patrick McGee, shares his thoughts on WWDC, and hints at how the Active Valuation model will help us predict the unpredictable.

Forbidden Fruit

2025/05/30

Horace and Judd talk tariffs, Dickens, foul play in Omaha, and sort out how much rope is too much rope. www.asymco.com

Dispatch: AAPL Q2 2025 Results

2025/05/12

Horace reflects on what he found good, bad, and curious about Apple's recent earnings call.

Dispatch: Tariffs

2025/04/25

Still recovering from losing his voice, Horace pounds some lozenges and shares his thoughts on the management and perhaps reversal of externalities in his latest Dispatch.

Podcast reviews

Read Asymetric podcast reviews

4.6 out of 5

32 reviews

★★★★★

mwinship 2021/07/17

Interesting and educational

After listening to his other podcasts for years I’m excited for this new one. Those familiar with Horace will be familiar with the style and content.

★★★★☆

elizabeth65* 2024/01/28

Need new cohost

I have listened to Horace for years and he has the best insight and analysis of Apple and more generally. Please consider new cohost. Judd seems like ...

★★☆☆☆

Ovob60 2022/02/24

Stock price

Too many lengthy discussions of the stock price of Apple.

★★★★★

David1962 2021/07/14

A Unique Look Into Apple

For over a decade, Horace has provided a unique look into the most unique large company of my lifetime. I will literally have a better retirement beca...

★★★★★

Dr. Eyes 2021/07/08

Like Going to Harvard Business School on Steroids

Best podcast period for anyone interested in innovation, disruption, Apple and life. Horace is a master historian, gifted story teller and wicked smar...

★☆☆☆☆

hepisbeth 2021/07/14

Sorry, not interested in another walled garden

I can’t figure out how to play this show in my podcast player of choice. I’ll be making the same decision as I did with joe rogan and I’ll just stop l...

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